National Wealth Management Group, LLC Incresed Positions in Q4 2025

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Equity ETF Tr
226K
+ 1196.4%
N/A
244K $7.05B
Capital Group Dividend Growe
91.6K
+ 1170.0%
N/A
99.4K $3.54B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
45.2K
+ 264.14%
$49.78 - $50.16 $2.25M - $2.27M
62.3K $3.12B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.3K
+ 35.77%
$76.84 - $80.86 $1.56M - $1.64M
77.2K $6.19B
ADI
Analog Devices Inc

Technology
5.37K
+ 184.8%
$225.32 - $246.37 $1.21M - $1.32M
8.28K $2.25B
AMAT
Applied Materials Inc

Technology
3.38K
+ 275.45%
$209.95 - $240.89 $709K - $813K
4.6K $1.18B
SHV
Ishares Tr

ETFs
7.27K
+ 131.64%
$110.15 - $110.49 $801K - $803K
12.8K $1.41B
CGGR
Capital Group Growth ETF Shs C

ETFs
16.3K
+ 38.95%
$43.04 - $45.68 $703K - $746K
58.3K $2.59B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
25.4K
+ 319.13%
N/A
33.4K $876M
VTV
Vanguard Value ETF

ETFs
3.36K
+ 125.49%
$182.87 - $189.72 $615K - $638K
6.04K $1.15B
VEA
Vanguard Ftse Developed Market

ETFs
8.78K
+ 139.55%
$59.18 - $62.09 $519K - $545K
15.1K $941M
AXP
American Express CO

Financial Services
1.41K
+ 155.52%
$316.26 - $372.77 $446K - $525K
2.32K $856M
SPRX
Listed Fds Tr Spear Alpha ETF

ETFs
13.8K
+ 205.32%
$37.22 - $43.73 $514K - $604K
20.6K $791M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.19K
+ 11.82%
$79.1 - $82.39 $411K - $428K
49.1K $4.05B
SCHO
Schwab Short Term Us Treasury

ETFs
21.6K
+ 24.39%
$24.31 - $24.46 $524K - $527K
110K $2.68B
NVDA
Nvidia Corp

Technology
2.78K
+ 5.01%
$179.83 - $207.04 $499K - $575K
58.2K $10.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.5K
+ 106.37%
$31.41 - $33.69 $455K - $489K
28.1K $918M
Fidelity Wise Origin Bitcoin
8.47K
+ 92.41%
N/A
17.6K $1.34B
AAPL
Apple Inc.

Technology
232
+ 1.13%
$245.27 - $275.25 $56.9K - $63.9K
20.8K $5.66B
RDVY
First Trust Rising Dividend Ac

ETFs
4.72K
+ 25.4%
$65.02 - $68.31 $307K - $322K
23.3K $1.62B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.92K
+ 10.73%
$63.25 - $66.24 $311K - $326K
50.8K $3.35B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.06K
+ 88.72%
$83.65 - $86.6 $339K - $351K
8.63K $744M
ADBE
Adobe Inc.

Technology
1.02K
+ 137.52%
$325.07 - $359.91 $331K - $367K
1.76K $616M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
380
+ 8.41%
$600.51 - $631.95 $228K - $240K
4.9K $3.07B
USFR
Wisdomtree Floating Rate Treas

ETFs
5.37K
+ 16.66%
$50.24 - $50.4 $270K - $271K
37.6K $1.89B
QTUM
ETF Ser Solutions Defiance Qua
1.93K
+ 18.17%
N/A
12.6K $1.38B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.71K
+ 20.57%
$91.46 - $91.76 $248K - $249K
15.9K $1.45B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.25K
+ 50.94%
$68.28 - $84.44 $153K - $190K
6.66K $571M
GOOG
Alphabet Inc.

Communication Services
27
+ 0.89%
$237.49 - $291.74 $6.41K - $7.88K
3.06K $961M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.87K
+ 21.36%
$44.38 - $44.96 $216K - $219K
27.6K $1.22B
ILF
Ishares Latin America 40 ETF

ETFs
6.37K
+ 77.05%
$27.22 - $31.12 $174K - $198K
14.6K $446M
V
Visa Inc.

Financial Services
545
+ 35.74%
$325.75 - $352.42 $178K - $192K
2.07K $726M
VB
Vanguard Small Cap ETF

ETFs
673
+ 46.13%
$248.1 - $260.08 $167K - $175K
2.13K $550M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
3.24K
+ 37.79%
$50.2 - $50.36 $162K - $163K
11.8K $593M
CGDV
Capital Group Divid Value ETF

ETFs
2.99K
+ 15.97%
$41.33 - $43.47 $124K - $130K
21.7K $949M
SHOP
Shopify Inc.

Technology
879
+ 61.51%
$146.04 - $179.01 $128K - $157K
2.31K $372M
CSCO
Cisco Systems, Inc.

Technology
1.64K
+ 46.75%
$67.46 - $78.0 $111K - $128K
5.15K $397M
COP
Conocophillips

Energy
1.54K
+ 31.95%
$85.66 - $95.46 $132K - $147K
6.36K $595M
SOXX
Ishares Semiconductor ETF

ETFs
175
+ 7.97%
$271.99 - $309.6 $47.6K - $54.2K
2.37K $714M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.63K
+ 10.84%
$23.04 - $23.36 $107K - $108K
47.3K $1.09B
CGXU
Capital Group Intl Focus Equit

ETFs
3.45K
+ 47.13%
$29.32 - $31.03 $101K - $107K
10.8K $318M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.12K
+ 15.95%
$45.45 - $48.31 $96.3K - $102K
15.4K $721M
XOM
Exxon Mobil Corp

Energy
655
+ 26.68%
$110.64 - $119.78 $72.5K - $78.5K
3.11K $374M
MGK
Vanguard Mega Cap Growth ETF

ETFs
166
+ 6.89%
$394.96 - $425.89 $65.6K - $70.7K
2.58K $1.06B
BMY
Bristol Myers Squibb CO

Healthcare
414
+ 5.24%
$42.6 - $49.08 $17.6K - $20.3K
8.32K $449M
Global X Fds
2.57K
+ 16.53%
N/A
18.1K $1.17B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
583
+ 6.76%
$114.27 - $121.15 $66.6K - $70.6K
9.21K $1.11B
MPWR
Monolithic Power Systems Inc

Technology
92
+ 7.4%
$904.44 - $1105.05 $83.2K - $102K
1.34K $1.21B
OHI
Omega Healthcare Investors Inc

Real Estate
1.2K
+ 20.22%
$39.41 - $44.12 $47.1K - $52.7K
7.11K $315M
Activity Summary
Buys All Purchases 146 New Holdings 64 Increased Positions 82 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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